Twelve weeks.
Twenty-four deliverables. One operating practice.
Three phases, gated on deliverables. Every line item below is named, owned, and tracked against a kickoff date. If a phase drags, you know what's holding it, who owns it, and what unblocks it.
Phase by phase.
The phases are gated on deliverables, not the calendar. If a payer is slow, your stack work moves up. If your stack runs ahead, the marketing playbook starts early.
Entity, identifiers, and the credentialing kickoff. Eight deliverables.
- 01PLLC / LLC formation, state of practice
- 02EIN issued and verified
- 03Individual NPI confirmed, Type 2 NPI issued
- 04CAQH attestation and document upload
- 05Bank account opened (Novo or Bluevine)
- 06Bookkeeping configured (Heard or equivalent)
- 07E&O + cyber liability quoted and bound
- 08Direct credentialing applications submitted to 5–7 payers
EHR, intake docs, website, professional will, and the marketing surface.
- 01EHR configured (SimplePractice or Sessions Health)
- 02HIPAA-compliant intake document pack — 14 forms
- 03Branded one-page website published
- 04Psychology Today profile written and live
- 05Professional will signed and filed
- 06Co-clinician coverage agreement signed
- 07Short-term + long-term own-occupation disability bound
- 08Quarterly tax estimate schedule configured
First sessions billed, Solo 401(k) opened, marketing playbook handed off.
- 01First payer effective dates confirmed
- 02First sessions billed and claimed
- 03Solo 401(k) opened (Fidelity or Vanguard)
- 04Employer contribution schedule wired up
- 0590-day marketing playbook delivered — referral routes, ZocDoc, monthly PT refresh
- 06Continuity-of-practice mini-checklist filed
- 07Written operating manual delivered
- 0830-day post-launch review scheduled
For Ongoing Admin clients,
a first month layer.
The retainer doesn't start cold. The first thirty days reconcile what's already in place, fix what isn't, and put you on a steady monthly cadence.
- 01Day 01–07 · Vendor login audit, bookkeeping reconciliation, AR aging review
- 02Day 08–14 · Calendar hygiene, intake doc updates, no-show policy refresh
- 03Day 15–21 · Benefits review prep, peer cohort intro call scheduled
- 04Day 22–30 · First benchmarked QBR delivered, workspace listings refreshed
Who actually
does each piece.
The vendors named here are the ones we use and the ones we hand off to you with active accounts. No referral kickbacks. No black-box providers.
- SimplePractice
- Sessions Health
Selected per therapist preference at kickoff.
- Medallion
- CredentialMyDoc
Sub-contracted, 5–7 payers.
- TheraThink
- or equivalent
- Heard
- or equivalent
- Novo
- Bluevine
- MassMutual
- Guardian
- Principal
Own-occupation specified.
- Fidelity
- Vanguard
- Hiscox
- Embroker
- CFC Underwriting
- HPSO
- Gusto
- Rippling
For future associate hires.
Twenty-minute fit call.
We'll walk the map with you.
Bring your state and a rough caseload number. We'll point you to the right offer or tell you it's not the right time.